Required Level : Standard
Required Version : 3.00 or later
One of the simpler shift concepts, and one very often used, is Balancing.
In a nutshell this allows you to move time from one category to another
based on pre-defined minimum and maximum amounts.
Daily balancing means that the hours are balanced daily. So you can
define a set of rules that apply to a day, and then as that day is
processed the rules are applied.
Example : If an employee normally works an 8 hour day, but
comes to work 1 hour late, and stays an extra hour, then naturally
he should be paid 8 hours of normal time, not 7 hours of normal time
plus 1 hour of overtime.
Another Example : The first 8 hours of time worked is at normal
time, after that he gets Overtime 1 (up to a maximum of 3 hours, after
that he gets Overtime 2.
Tip : Remember a "Week" is the payroll period. It
might be 7 days, 14 days, or a month.
Payroll Shift Balancing allows all the time for the week to be collected
together, and then the payroll shift balancing rules are applied.
Example : An employee must work 40 hours of Normal time before
Overtime can be earned.
Another Example : The first 40 hours of the week are assigned
to normal time, after that time is accrued at overtime rates.
The usual complication to Payroll Shift Balancing is that not all
Overtime is necessarily the same. For example the following rule may
apply;
The first 40 hours of the week are assigned to normal time, after
that time is accrued at overtime rates. However Overtime earned on
Saturday or Sunday cannot be used for Balancing.
The solution to this problem is to simply set the Rates for the weekend
to be different to the Rates during the week.
The rules are entered, either for the day, or the week, as a list
of rules.
-
Category : This is the category that needs to be balanced.
-
Rate : This is the rate of the category that needs to be
balanced. Balancing does not take place across rates. Thus this
rate also applies to the Get From and Send To options
as well.
-
Min : This is the minimum time required by this category.
If there isn't sufficient time then time is taken from the Get
From category. If Min is set to 0 then no minimum is applied.
-
Get From : Time is taken from here, and added to Category,
if there is less than the Min time in Category.
-
Max : This is the maximum time that can be accumulated in
the Category. If the category has more than this amount of time
then the extra time is sent to the Send To category. If Max is set
to 0 then no maximum is applied.
-
Send To : This receives any time over the amount set in Max.
The rules are applied from the top to the bottom. This means
you can specify the order in which time is balanced. For example
you may prefer to remove time first from Overtime 2, and then only
later from Overtime 1 if required.
Let's look at the Balancing settings again.
The processor would apply these rules as follows;
Line 1:
-
Normal time needs at least 40:00. If there is less than
40:00 then get some time from Overtime 2 (OT2). (If any time at Overtime
2 exists.)
-
Normal time has a maximum of 40:00. If there's more
then send it to Overtime 1.
Line 2:
-
Normal time needs at least 40:00. If there is less than 40:00 then
get some time from Overtime 1 (OT1). (If any time at Overtime 1 exists.)
-
Max is set to 0 so the rest of the line is ignored.
At this point Normal cannot be more than 40:00 because of the rule
explained in (Line 1b).
Line 3:
-
Min is set to 0, so the Get From column is ignored.
-
Overtime 1 (OT1) cannot have more than 20:00 - send the rest
to Overtime 2.
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